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Scope Accounting Sharesight case study
Case studies

Why one accountant switched from Excel to Sharesight

by Stephanie Stefanovic | Aug 25th 2021

In this Q&A we talk with Chris Wheatley, Director of Queensland-based firm Scope Accounting, about why accountants should switch from Excel to Sharesight.

Track stocks on over 40 global exchanges with Sharesight
Product features

Track stocks on over 40 global exchanges with Sharesight

by Stephanie Stefanovic | Aug 23rd 2021

With Sharesight, investors can track more than 240,000 stocks, ETFs and funds on over 40 leading global stock exchanges.

Sharesight Release Notes July 2021
Product updates

Sharesight release notes - July 2021

by Scott Ryburn | Aug 12th 2021

In July, we have been beavering away on a new multi-period performance report, which is now available to Expert plan users who have enabled beta features.

Sharesight Pro vs WRAPs
Product features

Benefits of Sharesight's professional plan vs WRAP platforms

by David Olsen | Aug 9th 2021

Sharesight provides a low-cost alternative to WRAP platforms with advantages for advisors and their clients including easy data aggregation and reporting.

Why share registries aren-t enough
Investing tips

Why share registries aren't enough

by Doug Morris | Aug 10th 2021

Investors often think they're seeing their whole portfolio picture by logging into their share registry. This is simply not the case.

Automatically track Bell Potter trades
Product features

Track your Bell Potter portfolio with Sharesight

by Stephanie Stefanovic | Aug 5th 2021

Australian investors trading with Bell Potter can automatically import trades in stocks and ETFs to their Sharesight portfolio.

Financial advisors Sharesight Pro
Product features

Why do financial advisers use Sharesight Pro?

by Doug Morris | Aug 2nd 2021

Why do financial advisers use Sharesight Pro? We discuss four key reasons: Client demand, client access, cost-effectiveness and complete visibility.

Track US stocks with Sharesight
Product features

Easily track US stocks with Sharesight

by Stephanie Stefanovic | Jul 30th 2021

Sharesight users can easily track their investments in US stocks, with intraday pricing for key US markets and support for a range of leading US brokers.

Top20 NZX monthly July21
Market insights

Top 20 NZX trades by Sharesight users – July 2021

by Stephanie Stefanovic | Jul 28th 2021

Welcome to the July 2021 edition of Sharesight’s monthly NZX trading snapshot, where we look at Sharesight users' top 20 trades on the NZX.

Top 20 NASDAQ + NYSE+AMEX month July21
Market insights

Top 20 trades in US stocks by Sharesight users – July 2021

by Stephanie Stefanovic | Jul 28th 2021

Welcome to the July 2021 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades on the NASDAQ, NYSE and AMEX.

Top20 ASX monthly July21
Market insights

Top 20 ASX trades by Sharesight users – July 2021

by Stephanie Stefanovic | Jul 27th 2021

Welcome to the July 2021 edition of Sharesight’s monthly ASX trading snapshot, where we look at Sharesight users' top 20 ASX trades during the month.

Automatically track IG Markets trades 2
Product features

Automatically track IG Markets trades with Sharesight

by Stephanie Stefanovic | Jul 23rd 2021

Investors trading with global broker IG Markets can automatically import trades in stocks and ETFs to their Sharesight portfolio.